Build your skills with Microsoft Teams
Knowing how to use Teams effectively can make working remotely easier. You can build your ability to implement Teams within your own team in two easy steps. It should take 15-20 minutes to work through this material.
Step 1: Set up your team
Creating your team, inviting members, and setting up channels effectively is the first step in organizing the conversations and work you participate in daily. Once created, you can go further by using your team to share files and meeting notes in a centralized way.
How to create a team, invite co-workers, and set-up channels
It is helpful to think of a team as a group of people you’d like to work with on a specific project or subject, while a channel is more specific, and dedicated to different topics beneath the overall subject.
Conversations in channels can be seen and searched for by the entire team. You can participate in conversations, like or save important ones, mention specific people so they see your message, and even edit a file that’s been added to the conversation.
How invite a person from outside of UM to a Teams meeting
Faculty, staff and students with a Microsoft 365 license can:
- Invite people outside of your organization to a Teams meeting with another email address.
- Add people who do not have a @umanitoba.ca or @myumanitoba.ca email address as a “guest” to any Team you create. Once they are a guest in a Team, you can invite them to a meeting, collaborate, chat and share files in a channel.
Learn how to invite someone OUTSIDE of your organization to a Teams meeting:
How to upload and share files
You can easily share files with your coworkers with Teams, ensuring that everyone is working with the most recent version and giving yourself the ability to edit documents together.
How to organize meeting notes
You can add a centralized place for meeting notes on each channel by using the Wiki app. Follow the steps below to create a space for meeting notes:
- Select Add a tab (+ icon) at the top of the channel you’d like to add notes to.
- In the Add a tab window, select Wiki. The Wiki will be added to your channel.
- In the menu at the top of the channel, select Wiki, and in the submenu, select Rename.
- Type "Meeting Notes" into the Tab name field, then select Save. Your meeting notes are set up and ready to use.
Step 2: Learn how to chat and call effectively
Before you used Microsoft Teams, you may have been familiar with other chat and conferencing tools, such as WebEx or Skype. You might have used these to host a video conference or share your screen to review work with others. Use the resources below to learn how to perform these functions in Teams and what Teams can do beyond that basic functionality.
How to chat and call
Want to talk to a person or small group? You can use teams to collaborate with a smaller group or to talk privately. You can chat or do audio and video calls, and easily add another person to the conversation in real-time.
Learning how to use the command box (search box) is a great way to find people quickly.
How to manage meetings
Teams syncs with your Outlook calendar and allows you to set up new meetings, accept meetings you’ve been invited to, and join the Teams call for scheduled meetings.
How to show your screen during calls
In Microsoft Teams, you can show your desktop, a specific app, presentation, or any file while in a meeting.
If you’re sharing a PowerPoint presentation, share the file directly instead of the traditional way of sharing your screen. This will allow others to navigate through the deck at their own pace without interrupting you.
How to multitask
You can keep working even while you're in a meeting. You won’t drop the call or lose the ability to be heard or seen.